Matthew Guin, financial advisor Plano TX
93 score

Matthew Guin

CRD Number: 5412349
Current Firm: Transamerica Financial Advisors, Inc.

Matthew Guin (CRD# 5412349) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Matthew Guin Dallas, TX Mar 2016 - Current < 1
Transamerica Financial Advisors, Inc. Plano, TX Jan 2013 - Current 3
World Financial Group, Inc. Plano, TX Nov 2012 - Current 4
United Healthcare Indianapolis, IN May 2008 - Current 8
Cornerstone Staffing Rihcardson, TX Nov 2015 - Dec 2015 < 1
Fidelity Investments Westlake, TX Apr 2011 - Oct 2012 1
Martin Financial Group Dallas, TX Jun 2008 - Jun 2012 4
Unemployed Plano, TX Feb 2011 - Apr 2011 < 1
Ameriprise Financial Services Inc. Dallas, TX Jul 2010 - Feb 2011 < 1
Minnesota Life Insurance Company St. Paul, MN Jun 2008 - Jun 2010 2
Securian Financial Services, Inc. St. Paul, MN Jun 2008 - Jun 2010 2
Ut Dallas Richardson, TX Jan 2008 - May 2008 < 1
Smith Barney Dallas, TX Aug 2007 - Jan 2008 < 1
Ut Dallas Richardson, TX Aug 2006 - Aug 2007 1
Lanvera Dallas, TX May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Matthew T. Guin
Phone Number: 727-299-1800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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